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Disclosery

LTPZ PIMCO ETF TR

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15+ YR US TIPS (fund)

98 managers (99 13F filers) reported a position in LTPZ shares at 2026-06-30, 5,449,957 shares in all. 21 filers opened a position and 8 filers sold out during the quarter.

Managers
98
13F filers
99
New
21
Added
44
Reduced
18
Sold out
8
Shares held by filers
5,449,957

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CENTRAL TRUST Co736,977$37.3M0.68%-12,73213F-HRTimeline
MAI Capital Management532,294$27M0.1%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY475,234$24.1M<0.01%+424,82513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN439,786$22.3M<0.01%-46,23413F-HRTimelineGroup
Avos Capital Management, LLC319,331$16.2M6.72%+169,90113F-HRTimeline
ALTFEST L J & CO INC284,363$14.4M1.4%+9,26013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP202,216$10.2M<0.01%-35,21513F-HRTimelineGroup
AE Wealth Management LLC174,533$8.84M0.04%+110,32613F-HRTimeline
Mid-American Wealth Advisory Group, Inc.171,345$8.68M3.14%-20,78013F-HRTimeline
Fermata Advisors, LLC162,273$8.22M1.66%+16,22813F-HRTimeline
Sovran Advisors, LLC163,290$7.94M0.59%+2,67213F-HRTimeline
HighTower Advisors, LLC139,010$7.04M0.01%+40,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.128,467$6.51M0.01%+7,13513F-HRTimelineGroup
Yoder Wealth Management, Inc.118,266$5.99M2.34%+5,00013F-HRTimeline
LPL Financial LLC92,566$4.69M<0.01%+57,44613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC88,778$4.5M<0.01%+49,73013F-HRTimelineGroup
Lloyd Advisory Services, LLC.81,212$4.11M1.59%+79,32413F-HRTimeline
Balanced Rock Investment Advisors LLC74,537$3.78M2.35%+13,49113F-HRTimeline
Tortoise Investment Management, LLC71,497$3.62M0.27%+9,80013F-HRTimeline
Ares Financial Consulting, LLC68,277$3.46M2.48%+11,08413F-HRTimeline
SJBENEN ADVISORY, LLC66,474$3.33M1.97%+17,37313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC55,171$2.79M0.05%+34113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding54,561$2.76M-1,763Timeline
Focus Financial Network, Inc.52,185$2.64M0.08%+3,73013F-HRTimeline
FLOW TRADERS U.S. LLC47,277$2.4M0.1%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS42,268$2.14M0.22%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,881$1.97M<0.01%new13F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC36,825$1.87M0.63%-23,18713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,427$1.74M<0.01%+21,91913F-HRTimelineGroup
Vanguard Capital Wealth Advisors29,038$1.47M1%+7,33913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,606$1.4M<0.01%+3,12913F-HRTimelineGroup
SteelPeak Wealth, LLC25,462$1.29M0.03%+2,23213F-HRTimeline
Comprehensive Money Management Services…24,394$1.24M0.78%+12,46913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,887$1.21M<0.01%+15,91013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC23,134$1.17M<0.01%+2,59313F-HRTimeline
Torren Management, LLC20,406$1.03M0.53%-36,07913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …20,000$1.01M0.1%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC18,423$933K0.03%+5,23613F-HRTimeline
IFG Advisory, LLC16,302$826K0.03%new13F-HRTimeline
Lifetime Wealth Management P.C.16,033$812K0.47%-32413F-HRTimeline
SVRN Asset Management, LLC14,993$759K0.39%+18413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,704$745K0.02%new13F-HRTimelineGroup
IRON Financial LLC13,241$671K0.28%-1,92813F-HRTimeline
Atria Investments, Inc12,656$641K0.01%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC12,573$637K0.24%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC11,362$575K0.16%new13F-HRTimeline
Cetera Investment Advisers8,622$437K<0.01%+13013F-HRTimeline
Private Advisor Group, LLC8,286$420K<0.01%-15,92313F-HRTimeline
Essential Partners LLC7,925$401K0.18%+34113F-HRTimeline
Elevated Capital Advisors, LLC7,400$375K0.1%+5,54813F-HRTimeline
Authentikos Wealth Advisory, LLC6,971$353K0.23%+2,13513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,316$320K<0.01%+3513F-HRTimelineGroup
Avior Wealth Management, LLC6,071$308K0.01%+113F-HRTimeline
Baker Ellis Asset Management LLC5,710$289K0.03%+1,00013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,687$288K<0.01%+95013F-HRTimelineGroup
HRT FINANCIAL LP5,480$277K<0.01%new13F-HRTimeline
Kastel Capital Advisors, LLC5,196$265K0.17%+1,09113F-HRTimeline
Greenline Partners, LLC5,079$257K0.03%-6,80113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,016$254K0.07%+12713F-HRTimeline
United Advisor Group, LLC5,000$253K0.03%013F-HRTimeline
Modera Wealth Management, LLC4,757$241K<0.01%013F-HRTimeline
Great Lakes Retirement, Inc.4,725$239K0.02%new13F-HRTimeline
Integrated Wealth Management4,711$239K0.25%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,698$238K<0.01%+4,60313F-HRTimeline
Centennial Advisors, LLC4,688$237K0.28%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,615$234K0.03%013F-HR/ATimeline
Greenwich Wealth Management LLC4,547$230K0.01%-97613F-HRTimeline
Aegis Wealth Management, Inc.4,513$229K0.15%+6813F-HRTimeline
Mutual Advisors, LLC4,507$228K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,218$214K<0.01%013F-HRTimelineGroup
Legacy PCG, LLC4,468$213K1.06%-53713F-HRTimeline
GenTrust, LLC4,201$213K0.01%-1,13213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,121$211K<0.01%+44213F-HRTimelineGroup
GFS Advisors, LLC2,770$206K0.03%new13F-HR/ATimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,671$186K0.08%new13F-HRTimeline
Kingdom Financial Group LLC.3,400$172K0.04%+1,51213F-HRTimeline
Integrated Wealth Concepts LLC2,734$138K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,687$136K0.08%-16013F-HRTimeline
SIMPLEX TRADING, LLC2,431$123K<0.01%+2,37213F-HRTimeline
Montgomery Financial Services LLC1,600$81K0.07%13F-HRTimeline
BLAIR WILLIAM & CO/IL1,388$70.3K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,321$65.7K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …871$44.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.845$42.8K<0.01%013F-HRTimeline
Networth Advisors, LLC828$41.9K0.02%+52313F-HRTimeline
Decker Retirement Planning Inc.278$14.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC278$14.1K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.179$9.07K0.01%-36513F-HRTimeline
Parallel Advisors, LLC159$8.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV152$7.7K<0.01%new13F-HRTimeline
Continuum Advisory, LLC117$5.93K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…108$5.47K<0.01%-4113F-HRTimelineGroup
Farther Finance Advisors, LLC32$1.62K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.30$1.51K<0.01%+113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC7$336<0.01%13F-HRTimeline
Kilter Group LLC5$245<0.01%013F-HRTimeline
Capital Advisor Network LLC3$152<0.01%013F-HRTimeline
Smartleaf Asset Management LLC0$12<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.